401(k)
2023 plan-year 401(k) DOL Form 5500

LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY

This 401(k) plan holds $594M in total assets and serves 3,719 participants as of 2023. It is sponsored by LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY in Louisiana. The plan reported positive net income of $104M for the year.

Total Assets (2023)
$594M
Participants
3,719
State
Industry
Finance & Insurance

What the Filing Says About LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM

LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM is a 401(k) retirement plan sponsored by LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY, headquartered in Louisiana. As of the 2023 Form 5500 filing, the plan reports $594M in total end-of-year assets and covers 3,719 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237384555, and the plan has been effective since 1988-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $491M at the beginning of 2023 to $594M at year-end — a gain of 21.1%. Net assets (after liabilities) closed the year at $594M, with reported net income of $104M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$491M
Total Assets (End of Year)$594M
Net Assets (End of Year)$594M
Net Income$104M
Plan Type401(k)
Employer EIN237384555
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY)

Year Plans Participants Total Assets
2022 1 3,660 $491M
2023 1 3,719 $594M
2024 1 3,698 $661M

Nearby 401(k) Plans in Louisiana

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Frequently Asked Questions

How much money is in the LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM?
As of the 2023 Form 5500 filing, LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM holds $594M in total assets with 3,719 participants. It is sponsored by LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY.
What type of plan is LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM?
LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM is a 401(k) plan. It has been effective since 1988-02-01. The plan is filed with the U.S. Department of Labor under EIN 237384555.
Who sponsors the LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM?
LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM is sponsored by LOUISIANA HEALTH SERVICE & INDEMNITY COMPANY, located in Louisiana. The sponsor's EIN is 237384555 and the plan operates in the Finance & Insurance industry.
How did LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM perform in 2023?
LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM grew by 21.1% during 2023, moving from $491M to $594M in total assets. Net income was $104M.
Where can I find official filings for LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM?
Official Form 5500 filings for LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237384555 or plan name at efast.dol.gov.
How does LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM compare to other plans?
You can compare LOUISIANA HEALTH SERVICE & INDEMNITY CO. TAX-FAVORED SAVINGS PROGRAM against other 401(k) plans on the plan type page, or view plans in Louisiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 237384555.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.